For firms looking to streamline their billing and payment processes, the TimeSolvPay payments feature offers a robust and convenient solution. By enabling payments via the Client Portal, your clients can settle invoices directly through the portal, ensuring faster, hassle-free transactions. Here’s how to set up the TimeSolvPay payment portal and make the most of this feature.
Setting Up TimeSolvPay
To begin using TimeSolvPay, follow these simple steps:
- Access TimeSolvPay Settings: In your TimeSolv account, navigate to TimeSolvPay > Settings.
- Get Started: Click the GET STARTED button. You’ll see a screen regarding surcharges. By default, the option is set to ‘No,’ but you can opt for surcharging by selecting ‘Yes’ and continuing with the enrollment.
- Start Enrollment: Check the acknowledgment box and begin enrollment.
- Provide Business Information: You will be required to fill in your business details, payment method details, and signer information. Make sure to provide operating and Trust account details accurately.
- Submit and Wait for Approval: Once your application is submitted, your Operating account will appear in TimeSolv, and the Trust account will be visible upon approval. Click Refresh to see the ‘Status’ change to Active once approved.
Enabling the Payment Portal for Your Clients
Once TimeSolvPay is active, follow these steps to enable payments through the Client Portal:
- Enable Payments for a Client: Go to Clients > Clients & Matters, select a client, and under their Contacts, click Edit.
- Activate Client Portal: If the Client Portal is not already enabled, click Grant Access to Client Portal. Then, check the Enable Payments in the Client Portal option to allow the client to make payments via the portal.
- Access the Client Portal: You can log into the Client Portal directly from TimeSolv by navigating to the Contacts > Edit screen and clicking on View Portal at the bottom.
How Clients Use the TimeSolvPay Portal
Clients can pay their invoices with ease using the payment portal:
- Paying an Invoice: Under the Invoices tab in the Client Portal, clients can select the invoice(s) they wish to pay. After verifying the payment amount in the Payment column, they can click the Pay button.
- Select Payment Method: Clients can use a saved payment method or enter new payment details to complete the transaction. If you’ve enabled surcharging, credit card payments will incur a surcharge, but ACH and debit card payments won’t.
- Review and Confirm Payment: Before finalizing the payment, the portal provides a breakdown of the amount and any surcharges. Clients can review everything before clicking the Pay button to confirm the transaction.
With TimeSolvPay, you can offer clients a seamless and secure way to pay their invoices online. The setup is straightforward, and the system offers flexibility in payment methods and surcharging, making it a powerful tool to enhance your firm’s billing efficiency.
If you’re not using TimeSolvPay yet, get started today and simplify your payment collection process!
